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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

800 hedge funds and large institutions have $5.43B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 201 increasing their positions, 311 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-9
Holders Change %
-1.11%
% of All Funds
10.72%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.24%
New
58
Increased
201
Reduced
311
Closed
53
Calls
$39.6M
Puts
–
Net Calls
+$39.6M
Net Calls Change
+$39.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.8M
2
Morgan Stanley
Morgan Stanley
New York
+$17.3M
3
CFB
Cullen/Frost Bankers
Texas
+$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.61M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.83M

Top Sellers

1
WIA
World Investment Advisors
California
-$26.9M
2
EK
Evensky & Katz
Florida
-$17.2M
3
WAS
Wealth Advisory Solutions
Indiana
-$16.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$14.3M
5
CFA
Camarda Financial Advisors
Florida
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
426
Liberty Wealth Management
California
$457K +$1.85K +15 +0.4%
TWM
427
Topsail Wealth Management
North Carolina
$455K – – –
WS
428
Wedbush Securities
California
$450K -$88.4K -715 -16%
SIC
429
Sigma Investment Counselors
Michigan
$447K +$184K +1,490 +70%
RMCM
430
Reynders McVeigh Capital Management
Massachusetts
$445K – – –
PWM
431
Perigon Wealth Management
California
$442K – – –
RSA
432
River Street Advisors
Illinois
$438K +$79.1K +640 +22%
FM
433
Foster & Motley
Ohio
$437K – – –
Fayez Sarofim & Co
434
Fayez Sarofim & Co
Texas
$436K – – –
AUB
435
Atlantic Union Bankshares
Virginia
$434K +$228K +1,841 +110%
TPBG
436
Turning Point Benefit Group
Maryland
$432K +$153K +1,242 +55%
FFG
437
Fiduciary Financial Group
California
$431K – – –
BHBT
438
Burke & Herbert Bank & Trust
Virginia
$430K – – –
ES
439
Eagle Strategies
New York
$430K -$2.6K -21 -0.6%
DC
440
Davenport & Co
Virginia
$429K +$20.5K +166 +5%
GA
441
Goldstein Advisors
Wisconsin
$423K – – –
CWM
442
Cornerstone Wealth Management
Missouri
$420K -$18.5K -150 -4%
CL
443
Choreo LLC
Illinois
$420K -$9.64K -78 -2%
PCA
444
Purkiss Capital Advisors
Connecticut
$418K +$418K +3,380 New
IWM
445
IHT Wealth Management
Illinois
$413K -$27.7K -224 -6%
EWA
446
EverSource Wealth Advisors
Alabama
$413K +$177K +1,436 +75%
PCIA
447
Prime Capital Investment Advisors
Kansas
$411K -$1.1M -8,881 -73%
SFG
448
Sage Financial Group
Pennsylvania
$410K -$1.85K -15 -0.5%
SM
449
Sensible Money
Arizona
$409K – – –
WTB
450
Washington Trust Bank
Washington
$408K -$15.9K -129 -4%
16 17
18
19 20